Jared Quillin
Investment adviser representative at Strategic Advisers LLC
23 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsNov 2025 to now
- Everon LLCFeb 2025 to Oct 2025
- UnemployedDec 2024 to Feb 2025
- Wal-martOct 2022 to Dec 2024
- Cowboys Golf ClubApr 2021 to Oct 2022
- Trophy Club Country ClubJun 2020 to Apr 2021
- UnemployedDec 2019 to Jun 2020
- Vaquero Kids ClubOct 2018 to Dec 2019
- UnemployedNov 2002 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8190064
- Firm CRD
- 104555